Creating a Planning Level

Objective

After completing this lesson, you will be able to create a planning level

Planning Level

Planning levels denote the degree of detail or granularity of the data involved in the planning process. They are hierarchically structured and determined by the master data types, serving as a guide for the organization and segregation of data. For instance, planning levels may range from broad categories like geographic regions or product categories to specific levels like individual sales locations or product SKUs.

The master data types form the building blocks that constitute a planning level. The specific combination of master data types in a planning level determines the granularity of the data involved in the planning process and the kinds of analysis and forecasting that can be performed.

A planning area can include one or more planning levels. Note the following points about planning levels:

  • A planning level is based on any set of attributes, which are a function of master data types such as product, customer, or location.

  • A planning level enables users to analyze and plan at different levels.

  • A planning level is defined for each planning area; it is the level at which data is saved.

  • A planning level sets boundaries for Integrated Business Planning, which is used to generate information tables.

A planning level can have attributes from single and compound master data types.

As an example, the PERPRODCUST planning level has PRDID, and CUSTID, PERIODID0 as the root attributes. The implication is that every stored key figure with that planning level depends on PRDID, CUSTID and a Month value. This provides the data analysis tied to the product, the customer, or a combination of both.

The key figure value also depends on the other attributes. For example, you could load the data for the SALESFORECAST key figure for a certain market segment. MARKET might, for example, be an attribute of the customer or customer product: You specify the origin of the attributes in the planning area. When key figure data is loaded, the system determines all attribute values based on the given root attributes of the planning level. The data set contains an error if these values cannot be uniquely determined.

How to Create a Planning Level

Create a Planning Level

In this exercise, you create a planning level that is required for one or more subsequent exercises in the course.

The exercise requires you to use the planning area created in a previous exercise.

Business Example

You are a member of the project team managing the implementation of SAP Integrated Business Planning for Supply Chain solution. You want to set up the business model objects in the SAP Integrated Business Planning system. Based on your blueprint, you now set up your planning levels. All of the key figures in SAP Integrated Business Planning are calculated or stored at specific planning levels. The same key figure exists at many different planning levels and can be queried at these levels.

When the data values for the exercise include ##, replace ## with the group number that the instructor has provided to you.

Steps

  1. Create a planning level using the T## planning area and the planning level ID MTHPRODCUST and the planning level description Month / Product / Customer. Use the following data:

    Planning Level Data

    FieldValueRoot
    IDMTHPRODCUSTN/A
    DescriptionMonth/Product/CustomerN/A
    Time AttributesN/AN/A
    √Monthly√
    √QuarterlyN/A
    √YearN/A
    AttributesN/AN/A
    T##CUSTOMERN/AN/A
    √CUSTDESCRN/A
    √CUSTID√
    √CUSTREGIONN/A
    T##PRODUCTN/AN/A
    √PRDID√
    √PRDFAMILYN/A
    √PRDDESCRN/A

    1. In the Model Configuration group, choose the Planning Areas Model Configuration tile.

    2. Choose your planning area in the list and choose the Planning Levels tab.

    3. Choose New, and select Month as the Lowest Time Profile Level, and choose OK.

      Result

      The Create Planning Level dialog box appears.

    4. In the ID: field, enter MTHPRODCUST.

    5. In the Description field, enter Month / Product / Customer.

    6. In the Attributes section, choose Add.

    7. Select the checkbox to the left of the following master data type attributes, and choose Add:

      • T##PRODUCT

      • T##CUSTOMER

    8. Ensure that the Root checkbox is selected for 1-Month, T##CUSTID, and T##PRDID rows.

    9. Choose Save.

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